See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, NY 80111 | Recordkeeping Fees | $194,849 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $318,255 | $122,186+160.5% | $146,958+116.6% | $199,593+59.5% |
| Participation rate | 91.7% | 78.3%+13.4pp | 82.2%+9.5pp | 72.0%+19.7pp |
| Annual return | 16.26% | 30.56%-14.3pp | 418.34%-402.1pp | 34.25%-18.0pp |
| Employer contribution / active EE | $5,571 | $4,093+36.1% | $4,933+12.9% | $3,034+83.6% |
| Participant deferral / active EE | $15,217 | $8,502+79.0% | $8,070+88.6% | $5,087+199.2% |
| Admin fee / account holder | $42 | $179-76.3% | $12,998-99.7% | $269-84.3% |